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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
BFA
1126
Beacon Financial Advisory
Ohio
$3.75M +$35.6K +85 +1%
BHIC
1127
Bassett Hargrove Investment Counsel
Delaware
$3.75M +$3.65M +8,715 New
EWM
1128
Endurance Wealth Management
Rhode Island
$3.73M -$34.8K -83 -0.9%
SBH
1129
Segall Bryant & Hamill
Illinois
$3.73M -$157K -375 -4%
GIA
1130
Goodwin Investment Advisory
Georgia
$3.72M -$177K -422 -5%
SIC
1131
Salem Investment Counselors
North Carolina
$3.72M +$464K +1,107 +15%
VAS
1132
Vestmark Advisory Solutions
Massachusetts
$3.7M +$406K +970 +13%
WPC
1133
White Pine Capital
Minnesota
$3.69M +$320K +764 +10%
CI
1134
Cavalier Investments
Georgia
$3.69M +$465K +1,110 +15%
PFA
1135
Pure Financial Advisors
California
$3.69M -$16.3K -39 -0.5%
NAS
1136
Nicolet Advisory Services
Wisconsin
$3.68M -$51.9K -124 -1%
EA
1137
Emerald Advisors
Washington
$3.68M +$624K +1,490 +21%
FFW
1138
Fusion Family Wealth
New York
$3.67M -$1.37M -3,266 -28%
CG
1139
Cynosure Group
Utah
$3.67M +$274K +653 +8%
DAS
1140
Dynamic Advisor Solutions
Arizona
$3.66M +$147K +352 +4%
OPWM
1141
Oakwell Private Wealth Management
Texas
$3.65M -$814K -1,943 -19%
HA
1142
HYA Advisors
Missouri
$3.65M +$166K +396 +5%
TA
1143
Townsend & Associates
Colorado
$3.65M +$46.5K +111 +1%
MWP
1144
Meridian Wealth Partners
Pennsylvania
$3.64M +$248K +592 +8%
OFG
1145
OmniStar Financial Group
North Carolina
$3.61M -$42.3K -101 -1%
AI
1146
Axiom Investors
Connecticut
$3.61M -$1.26M -3,000 -26%
DWM
1147
Dakota Wealth Management
Florida
$3.59M +$405K +966 +13%
FPS
1148
Fieldpoint Private Securities
Connecticut
$3.58M – – –
BFC
1149
Bedel Financial Consulting
Indiana
$3.56M +$109K +260 +3%
MSAM
1150
Moloney Securities Asset Management
Missouri
$3.56M +$206K +491 +6%
44 45
46
47 48